Multiple Leads, One Opportunity

The Opportunity page contains a Lead related list. This implies multiple Leads can be related to an Opportunity. I've not found a way to associate more than a single Lead to an Opportunity.
This is a real world situation. You receive Leads from five people at the same company about your product/service. You convert the first Lead into an Opportunity. Attention then moves to the second Lead. Is the user expected to first review Opportunities for the company to be sure there isn't an existing Opportunity for the given product/service? If one is found, the user converts the Lead, but chooses to NOT create a new Opportunity.
What I expect will happen is that the user will fail to check for an existing Opportunity (it takes a lot of clicks) and convert the Lead into a new Opportunity. Now, we have two Opportunities - one being a duplicate. This continues and you have five Opportunities when only one is necessary.
Is there a way on the Lead conversion page to search for an existing Opportunity for the given Account? Perhaps some configuration has occurred on my instance.

At this time there is no way on the lead conversion page to search for an existing opportunity for a given account. Please submit a SR to customer care on this issue.

Similar Messages

  • ADF Shuttle Component - Can we have multiple leading list

    Hi,
    I have requirement where there are multiple lists of different types on the left hand side and user should be able to shuttle the items from any of the list to the single selected list in right side. I know in ADF shuttle there is one leading and one trailing list. I wan to know how can i make ADF shuttle component support multiple leading lists and single trailing list.
    Or should I go for total custom solution mimicking shuttle behavior?
    JDev version is 11.1.1.6.0
    Thanks,
    Sandeep
    Edited by: Sandeep Koul on Aug 26, 2012 10:47 PM

    After consulting other ADF experts offline, we have come to conclusion that there is no off-the shelf component which caters to my requirement.
    We are now going with complete custom solution to achieve shuttle behavior.
    I am marking this query as answered.
    Thanks,
    Sandeep

  • Multiple Leads per Account - how are your companies managing this?

    hi Experts
    Question regarding accounts with multiple leads.  How are other companies handling this in CRM?  Currenlty, we have a two lead types, one captures customer first point of interest with our company and the second type represents all of the other interests the customer has with us.  We are trying to simply to one lead type but Marketing is having an issue with how to manage the first point of contact and the point of contact which triggers the sale. 
    Basically, I would like to hear from other experts on how their companies model their leads and manage them.
    Thanks,
    Chris

    hi, you can add a customize flag field in your lead document to present the first contact. And you can make the sales staff to tick this flag, or add a customize logic in the order save BADI to check if the lead is the first document for this BP, it so the set the flag aotumactically in the BADI.

  • Authorization - Sales Manager: Lead Management / Opportunity Management

    Hi Portal Gurus,
    As per our requirement, in the 'Sales Manager' role, under 'Sales Cycle',  we need to provide only 'Lead Management' for one set of users and 'Opportunity Management' for another set of users and both for other set of users.
    What would be the best way to do that. Thanks in advance for your help!
    - Jas

    Hello Jasendu,
    The best way to implement this is to maintain a single Sales Role with all the sub catagories ('Lead Management' , 'Opportunity Management' ) and apply role filtering concept according to the users. That way you need to maintain a single Sales role. Check out the below blog for more details abour role filtering.
    Filtering Role Content by User Attributes
    Or else, you can create three different roles, one for each 'Lead Management' , 'Opportunity Management'  and other containing both of them and assign to users accoedingly.
    Regards
    Deb
    [Reward Points for helpful answers]
    Message was edited by:
            Debasish Sarkar

  • How do I split a single event with many clips into multiples events, one event per date?

    I archived the video from my AVCHD camera into a Final Cut video archive. Later I imported this into iMovie. All the clips from this archive (spanning several months) are dumped into a single event. If I recall, older versions of iMovie would import video into separate events for each day. Then I would go through and give each event a meaningful name (e.g., "Mary's Birthday").
    This is what I would like. Is there a way to split this very long event into multiple events, one for each day that is present in the event?

    Not automatically but with imovie 10 you can create new events with any name you like then move clips into them from other events  (Just like FCP 10.1).   See:
    http://help.apple.com/imovie/mac/10.0/#mov1d890f00b
    You can also choose to display clips in an event grouped by date.
    Geoff

  • How can I pass value in status and reason for rejection using BAPI_LEAD_CREATEMULTI when creating multiple lead

    Hello,
    I want pass value in STATUS and Reason for rejection according to requirement when i am creating multiple lead using BAPI_LEAD_CREATEMULTI. Please help me how can i pass value. Please give some sample code that in which table i have to pass values and please also tell me INPUT_FIELDS values. Please help me
    Regards,
    Kshitij Rathore

    Hello,
    Please help me for solve this problem. I am trying to solve problem from last 4 days but i didn't get any solution.
    Regards,
    Kshitij Rathore

  • How do I update a waveform chart with multiple plots one point at a time?

    Hi,
    I am updating multiple plots one point at a time.  That is, every time I update the chart I have a value for one of the plots.  If I put in a cluster with NaN for each of the charts except the one with the data I can only get individual points on the chart.  I would rather have them connected.
    Any clues?  The only thing I can think of is to delay the update and do interpolation between samples - too complicated for me.
    Thanks

    Are the points within a given plot equally spaced in time?  If so, perhaps you need to maintain your own history of the data and used a waveform graph rewriting the history data to the graph each time.  If the points are unequally spaced, then you will need to do it as an XY graph.

  • Uploading multiple items one at a time - file view resets

    In my work, I need to upload many files, one at a time, using an interface through the browser.
    When I go to upload multiple files, one at a time, using 10.6.2, the Finder takes me back one or two levels down from the file location between uploads. In 10.4, the Finder always took me back to the folder last accessed.
    Is there a Preference, Shareware like TinkerTool, or a Terminal Command I can use so that I always go back to the folder last accessed?

    OK. Wow. I did not realize the question was so obtuse. Feel free to ask for clarification (no reason to be nasty or flame me).
    "what mechanism is being used"
    In my original post, I did say I was uploading via a browser. So I don't know if this clarifies for you or not.
    Using Firefox or Safari.
    Uploading photos, one at a time, to a website that uses the browser (rather than FTP).
    In OS 10.4.11, after each photo, I would upload a second one and the dialog box would open up to the same folder as the previous upload, greatly simplifying the process.
    In OS 10.6.3, after each photo, I would go to upload a second photo and the dialog box would open one level down, or sometimes seemingly randomly, two levels down. This requires me to navigate back to the folder with the photos which greatly increases the amount of time between each upload.
    It would be helpful if I could show photos to explain.
    I am not certain that this really clarifies my original posting. Does this make sense or do you need more info?

  • Authorization Issue in Visibility of Lead  and Opportunity Documents

    HI,
    I have 4 sales Org in my Project.
    When an user from Sales Org 1 is searching a lead he was able to see all the leads
    when I tried to change Lead or opportunity of other sales org with my user id, system says that "You have no authorization to execute action Change " the reason is "The authorization check for object CRM_ORD_OE has sent back the return code 12. The activity executed was Change. Return code 12:
    I understand it as the system can't find necessary authorization .  In my project they want to restrict  the document visibility to other users.  How can i restrict by which i can see only my documents.
    With Regards,
    Selvam T

    To see only your transactions use auth. object CRM_ORD_OP.

  • MULTIPLE LEAD TIME FUNCTIONALITY

    Hi Guys,
    can anyone explain about "Multiple lead time functionality in SAP".
    whether its related to any particular modules.pls provide any inputs or send some link were i can get this requirements,

    hi
    please refer to this document
    https://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/e0901cba-f49e-2910-748c-d7ce4c0c4c1c
    you may find it helpful
    regards
    Aakash Banga

  • Sap workflow ws10001011 - convert lead into opportunity

    Hi
    There is a workflow
    There is a workflow ws10001011 which converts leads into opportunties in CRM
    Can you plss tell me step by step directions to activate this workflow.
    Also will a standard workflow work for - standard lead and standard opportunity transactions or if I have z lead and opportunity transaction type-will it work?
    Thanks
    Tarang which converts leads into opportunties in CRM
    Can you plss tell me step by step directions to activate this workflow.
    Also will a standard workflow work for - standard lead and standard opportunity transactions or if I have z lead and opportunity transaction type-will it work?
    Thanks
    Tarang

    Hi,
    Second alternative of using workflow would be better to convert Lead into Opportunity , once LEAD is HOT and Error free.
    This workflow is standard functionality offered by SAP for requirement of converting LEAD into Opportunity.
    Hope this helps,
    PD

  • Lead to Opportunity Approach using BADI

    Hi Gurus,
    I am working on Lead to Opportunity conversion requirement based on few conditions.
    Condition 1: Lead status is HOT
    Condition 2: If Channel Partner exists in Partner tab.
    If above two conditions are met, we are triggering Opportunity from lead as followup and changing the lead status to close, lead reason to close to oppotunity.
    Is this requirement able to implement through BADI? I am thinking of using ORDER_SAVE BADI and call another BADI or BAPI to create opportunity if above two consitions are met.Is it possible to implement above functionality?
    Please guide me...Thanks in advance.
    Cheers,
    Ajay

    Yes I agree with you...But using Copy Control user has to perform the opportunity creation manually...I need automatic creation of Opportunity from Lead based on few conditions.
    With Conditions...I don't think we can change the status and reason in Lead..If possible Can you explain the process?
    I am thinking of three approaches:
    1) Workflow
    2) Actions - Ruled out as per my knowledge
    3) Calling BADI or BAPI from ORDER_SAVE BADI.
    If you have any experience, plese guide me.
    Thanks,
    Ajay K

  • Fastest way to add multiple images, one after the other, in DW5.5

    There has to be a faster way to add multiple images, one after the other, in a web page rather than just dragging each from the Files tab w/in DW 5.5
    I was a little surprized I couldn't select multiple images and just drag a block and have DW just insert an img tag with empty alts and the source path but maybe there is some options I just haven't found?
    I tried using Bridge to generate a quick html slideshow/gallery but it creates skads of divs and such... I just have to update an older site and was looking for an efficient way to add a bunch of images (random names ugh so just copying-pasting one and changing names is still more manual) that lie next to each other, no breaks inbetween....seems an ideal automated situation.
    I'd settle for an external script or app or something because they come in blocks of 25 approx and I have all my actions in PS set up to size appropriately which is nice so I just wondered if there was something good for this low-level production task.
    Thanks

    Thanks. Yes, I started writing a script but I just wondered if there were hidden gems in DW....so many programs do more than they are intended to do nowadays, I had to ask people who use it more!
    Actually, the fastest was to just dupe one line of code, paste x amount and then just use the pick-wip to point and drag. That at least cut the menu out of the equation.
    I thought I remembered doing a batch insert years ago..maybe in GoLive or before Adobe had DW? DW and GoLive are the only GUI html editors I've ever used..but, may it was just something out of an ealier photoshop...they've taken good stuff out and put good stuff in so many times that I can only remember so much!

  • Bursting - OUTPUT sends one big report, instead of multiple individual ones

    Bursting - OUTPUT sends one big report, instead of multiple individual ones:
    Data File below - shows report has the proper tags for the PP_NUMBER; which should split the job into individula files to be email, instead it creates one large file and emails it to the last email account
    Please help!
    <BCG_PPINVOICE_UK_ALL>
    - <LIST_G_PP_NUMBER>
    - <G_PP_NUMBER>
    <PP_NUMBER>PP100</PP_NUMBER>
    + <LIST_G_INVOICE>
    <PP_TOTAL>-1965</PP_TOTAL>
    <AMOUNT_BEFORE_START>0</AMOUNT_BEFORE_START>
    <PP_INVOICE_CONTACT>HPA - Michael Palmer</PP_INVOICE_CONTACT>
    <ADDRESS1>Porton Down</ADDRESS1>
    <ADDRESS2 />
    <ADDRESS3 />
    <ADDRESS4 />
    <CITY>Salisbury</CITY>
    <COUNTRY>United Kingdom</COUNTRY>
    <EMAIL_ADDRESS>[email protected]</EMAIL_ADDRESS>
    </G_PP_NUMBER>
    - <G_PP_NUMBER>
    <PP_NUMBER>PP101</PP_NUMBER>
    + <LIST_G_INVOICE>
    <PP_TOTAL>0</PP_TOTAL>
    <AMOUNT_BEFORE_START>0</AMOUNT_BEFORE_START>
    <PP_INVOICE_CONTACT>Imperial College - Prof Wells</PP_INVOICE_CONTACT>
    <ADDRESS1>Level 3</ADDRESS1>
    <ADDRESS2>Sherfield Building</ADDRESS2>
    <ADDRESS3 />
    <ADDRESS4 />
    <CITY>London</CITY>
    <COUNTRY>United Kingdom</COUNTRY>
    <EMAIL_ADDRESS>[email protected]</EMAIL_ADDRESS>
    </G_PP_NUMBER>
    - <G_PP_NUMBER>
    <PP_NUMBER>PP102</PP_NUMBER>

    This is EBusiness - XML Publiser (Not Enterprise)
    My Control file is as follows:
    <xapi:requestset type="bursting">
    <xapi:request select="/BCG_PPINVOICE_UKB_ALL/LIST_G_PP_NUMBER/G_PP_NUMBER/PP_NUMBER">
    <xapi:delivery>
    <xapi:email id="/G_PP_NUMBER/${PP_NUMBER}" server="localhost" port="25" from="[email protected]" reply-to="[email protected]">
    <xapi:message id="/G_PP_NUMBER/${PP_NUMBER}" to="${EMAIL_ADDRESS}" attachment="true" subject="Becmanc Coulter Genomics - Prepaid Account Balance ">Dear Prepaid Account holder Please find attached the current statement of your account. If you have any queries regarding the statement, or wish to make a top up of the account please e-mail me directly at [email protected] Kind regards UK Finance Team</xapi:message>
    </xapi:email>
    </xapi:delivery>
    <xapi:document output="output="PP_STATEMENT_${PP_NUMBER}"" output-type="pdf" delivery="/G_PP_NUMBER/${PP_NUMBER}">
    <xapi:template type="rtf" locale="" location="xdo://XBOL.BCG_PPINVOICE_UKB.en.US/?getSource=true"/>
    </xapi:document>
    </xapi:request>
    </xapi:requestset>
    Edited by: user9015277 on Sep 3, 2010 10:29 AM

  • Lead to Opportunity

    Dear Friends,
    I would like to trigger a opportunity from a lead if the status of the lead become " WON"
    Is there any standard Action provided by SAP where i can use it in lead and trigger it automatically.
    Is there any work flow from Lead to Opportunity which does not use actions and based on the events which are triggered based on user status.
    How do i go about this requirement
    Thanks,
    Satish Kumar

    Thanks for your reply and the help.
    I have removed the action type and definition and created it again.
    &CRM Lead.User Status& = E0003CRMLEAD (CRMLEAD is the Status profile used for the lead transaction type)
    is it Right?
    But at the time of creating the lead the system gives an error "The necessary processing parameter PROCESS_TYPE is missing" and the action looks Red In color.
    I checked the parameter maintained in transaction - Crmc_action_def
    Structure - CRMD_ORDERADM_H
    Field - PROCESS_TYPE
    the initial value is ZOPT.
    and the properties ( import & mandatory) tick mark.
    I feel i have done some error in parameter definition only.
    While defining T.code ( CRMC ACTION CONF) start Conditions what should I configure at the parameter?
    I have done this
    Object type - BO Object Type
    BUS2000108                       CRM Lead
    (Properties- Import and Mandatory ) Tick.
    Could you please check whether i have defined the correct conditions and kindly revert if there are any changes required.
    Does the BADI COPY_DOCUMENT requires an English Language as i have changed the same and it is showing as language German?
    Package            CRM_ACTION_IMPL
    Language           DE German
    Regards,
    Satish
    Thanks,
    Satish
    Kindly throw some light on this.
    Thanks,
    Satish

Maybe you are looking for

  • Exchange Server 2010 after Office365 Cutover Migration

    We transitioned to Office 365 4 months ago.  Per this reference, we have left an Exchange Server 2010 on premise per this guidance. http://blogs.technet.com/b/exchange/archive/2012/12/05/decommissioning-your-exchange-2010-servers-in-a-hybrid-deployme

  • Formatting OBPM Process Report HTML Format

    Hi All, We have developed few processes in Business Process Composer and generated the Process Report HTML format. We found these reports need to be formatted as per our business need and are looking a way to alter/modify the format/layout for these

  • Imported photos saving to top of camera roll.

    When I directly import photos from the computer to the phone via the USB cable given with the phone they instead of coming up at the bottom of the camera roll show up at the top. Keep in mind only some of these photos show up at the top. I have tried

  • I can't stop MySQL

    Every time i stop MySQL from the pref pane it restarts after 30 sec. I don't have a clue why. Anybody who can help me how to find why?

  • I can't find my data after I hotsync :(

    We just got a new laptop with Windows Vista.  I downloaded my Palm Centro disk (desktop version 6.2.2).  When I hotsync I can see on my phone that its syncing up.  BUT when I open my desktop software there is none of my data.  I am terrified that if